Bajaj Capital Transforms 360-Degree Customer Experience with SimpleCRM

With a consolidated offering for its customer journey cycle and smarter integration for its on-field personnel, Bajaj Capital will deliver a smarter, more frictionless experience to its customers

Nagpur, Maharashtra, New Delhi, Delhi, India

Bajaj Capital Ltd. (Bajaj Capital) has partnered with SimpleCRM to power its digital transformation. Bajaj Capital will leverage the SimpleCRM solution to deliver an integrated and seamless customer experience across mobile and desktop platforms.

In the effort to better serve the needs of their customers, Bajaj Capital wanted to have a comprehensive CRM solution that is tightly integrated within their IT ecosystem and offered an enhanced functionality in line with the digital transformation needs of the various business units. Bajaj Capital successfully migrated from their existing sales and support solutions to SimpleCRM while maintaining data consistency and historical data integrity. Bajaj Capital will be using SimpleCRM’s sales & service automation, digital marketing, renewal management, enterprise mobility apps, AI-based bot platform, and AI-based predictive analytics to create a more personalized and efficient experience for customers across every channel.

Sharing his experience, Bajaj Capital’s Sanjiv Bajaj – Joint Chairman & MD said, “SimpleCRM team exhibited a solid understanding of the challenges faced by BFSI segment. The team appreciates the need for flexibility and scalability for a large enterprise like ours. Their focus on customer requirements is helping us in our digital transformation journey and transition from multiple discrete sales & services systems to a single end-to-end platform.”

“Bajaj Capital is building the leverage with SimpleCRM to drive its customer experience. The management’s vision to make every customer interaction as an experience for their customers, partners, and employees while staying true to the essence of their brand is phenomenal,” said Indraneel Fuke, Founder and CEO of SimpleCRM. “We are proud to be a catalyst in their digital transformation journey.”

About Bajaj Capital Limited
Bajaj Capital Limited (“Bajaj Capital”) is India’s premier “Investment Services” Company, with 50 years of experience in helping people protect and grow their wealth. As a premium distributor of investment products with close to 5,000 employees spread over 200 offices in 100 cities within India, Bajaj Capital’s portfolio consists of mutual funds, insurance, fixed deposits, bonds, loans, etc.

About SimpleCRM
SimpleCRM (www.simplecrm.com) is an ISO 27001:2013 certified company headquartered in Singapore, with an Indian subsidiary based in Nagpur, India, and development operations in Bangalore, Hyderabad, and Colombo. Its flagship Customer Engagement Platform powers the digital transformation of organizations by digitizing, decoding, and delivering all aspects of the customer journey, from prospecting to onboarding to account management to servicing to retention. With some of the largest financial services organizations in Asia using SimpleCRM, our dynamic team has experience delivering hundreds of successful projects in geographies like Singapore, India, Sri Lanka, the United Kingdom, Philippines, Oman, and more.

Author Information

As a detail-oriented researcher, Sherril is expert at discovering, gathering and compiling industry and market data to create clear, actionable market and competitive intelligence. With deep experience in market analysis and segmentation she is a consummate collaborator with strong communication skills adept at supporting and forming relationships with cross-functional teams in all levels of organizations.

She brings more than 20 years of experience in technology research and marketing; prior to her current role, she was a Research Analyst at Omdia, authoring market and ecosystem reports on Artificial Intelligence, Robotics, and User Interface technologies. Sherril was previously Manager of Market Research at Intrado Life and Safety, providing competitive analysis and intelligence, business development support, and analyst relations.

Sherril holds a Master of Business Administration in Marketing from University of Colorado, Boulder and a Bachelor of Arts in Psychology from Rutgers University.

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